Service
Financial Health Check
A 360° diagnostic of your money life.
Overview
Our signature entry engagement — a structured review of your income, expenses, protection, investments, taxes and goals. You leave with a written score, a gap analysis, and a prioritised action list.
What you get
- Comprehensive scoring across 8 dimensions
- Written report with prioritised recommendations
- Independent, product-agnostic perspective
- Foundation for your Financial Wellness Framework
Frequently asked
How long does the Health Check take?+
Two focused sessions of about 60 minutes each, plus a written report delivered within a week.
Do I need to buy any product afterwards?+
No. The Health Check is an advisory engagement — recommendations are yours to act on when and how you choose.
Explore financial health check for your situation.
A 30-minute conversation is the best way to know if this is the right fit for you.
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